Hi Clay team,
I’m running into a challenge where I have two similar lead lists from different sources, but each contains some unique information that the other doesn’t have. My goal is to merge the data while keeping the most complete and accurate details for each lead.
Here’s an example of the issue:
List 1 (More Contact Details, But Some Gaps)
Association: BC Care Providers
Company: Park Place Seniors Living Inc.
Phone: (604) 796-3886
Location: Agassiz Seniors Community
Address: 1525 MacKay Crescent, Agassiz
Industry: Long-Term Care
Website: https://parkplaceseniorsliving.com/find-a-location/british-columbia/lower-mainland/agassiz
Employee: Cindy Zorn
Title: Site Leader
Phone: 604-796-3886
Email: czorn@ppsl.com
Notes: Left Voicemail (Rep: Xander)
List 2 (Different Contacts & Additional Info, But Missing Some Fields)
Company: Park Place Seniors Living Inc.
Phone: (604) 796-3886
Location: Agassiz Seniors Community
Address: 1525 MacKay Crescent, Agassiz
Website: www.parkplaceseniorsliving.com/find-a-location/british-columbia/lower-mainland/agassiz
Employee: Catherine McColl
Title: Food & Beverage Manager
Phone: Undefined
Email: Undefined
Notes: Catherine McColl, Agassiz Seniors Community
What I Need Help With:
✅ Best way to merge these records into a single complete entry while ensuring that no data is lost.
✅ How to handle duplicate fields intelligently (e.g., when one list has a phone number, but another does not).